Team Mastermind Academy


A One-Year Program of collaboration, leadership training, coaching, cutting edge ideas, and sharing of “best practices” to help you build a “stress free” profit driven financial planning practice.

For Financial Advisors/Reps and their Team


From the Desk of Andrea Bullard

The Play To Win Business Coach

I’m SO glad you made it here! If you’ve found your way to this page, I know you are searching for practical solutions to grow your income AND have more time and money to share with the people you love.

I’ve spent 20 years coaching business owners just like you to multiple six and seven-figure incomes. Here’s what I know… you have what it takes to join their ranks.

The financial industry’s highest earning, most successful players are not determined by skills, brains, physical ability, good looks, etc., etc. If you asked me what is the single most important skill set you need to rise to the top and stay there, I would tell you without a doubt, that learning how to identify, implement and integrate the right people and systems into your business is the deciding factor. Without that critical skill set, it’s all too easy to find yourself becoming a slave to your business: overwhelmed, burnt out and stressed, working all hours to keep the machine running and losing touch with the excitement and enthusiasm that made you want to go into business for yourself in the first place!

Does any of this sound familiar?

“I feel overwhelmed, overworked and underpaid.  I just want to see people!”


Building a high-profit business does NOT have to be time-consuming, frustrating and hard… There IS a better way!


gold success keyIf you are building a team centered business, then doesn’t it make sense to build the business WITH YOUR TEAM?  Why are you going to Training Seminars alone and then coming back to your office to teach and train your team?  Wouldn’t it make more sense to train and learn with your team?

Andrea Bullard has created the Turn-Key Team Mastermind Academy because she understands that your ability to “Live the Dream” depends upon your ability to build and grow an “A Team.”  All current training programs in the industry are focused on the Financial Advisor/Rep., not the Team Members.

If you want your Team to “manage and run the practice” then you need to collaborate, educate and coordinate every aspect of the business together.  This program is designed to train you TOGETHER!


In this PROVEN success program, you will get the following:

Join the Academy TODAY

Leadership Coaching

Great leadership from you and your Team will be the “cement” that allows you to have time freedom and a stress free business.  This program will teach and coach you and your Team Member on how to become great leaders.

Let me introduce the newest coach to the Bullard Coaching Team…Dave Ferguson, our Leadership Coach

Dave Ferguson is an internationally recognized executive coach, speaker, trainer, and author in the areas of leadership and personal development. Dave helps executives, top management leaders, self-employed professionals, and political leaders get highly intentional and transform how they communicate, connect, and grow as leaders.  He equips individuals, leaders, and organizations with high performance solutions to ensure continuous improvement in personal growth and business results.

Prior to starting his company in 2006,  Dave spent 20 years in corporate leadership roles, at Fortune 100 and Fortune 500 financial companies, where he developed and lead teams  in sales, business development, audit, acquisitions, and more. During this time Dave used his no-nonsense leadership approach to coach, mentor, and develop leaders at all levels.

Dave is passionate about assisting bosses in becoming leaders and helping leaders build legacies.

Dave resides in Davidson, NC and Hilton Head Island, SC.   He enjoys travel, connecting with people, spending time outdoors, exercise, multiple sports, and learning.

A Highly Profitable, Stress-Free Business is Within your Reach

man on mountain top

Stop trying to figure it out by yourself through trial and error. That is expensive, time consuming, and frustrating. It is far easier to learn from those top coaches and Financial Advisors who have great teams and systems. They will give you ideas, systems, items to avoid, and their journey to success.

Save yourself years of frustration and wasted time!

Some of these ideas could be worth millions of dollars to your business. Other ideas will save you years of frustration.


Here’s the good news…


The exhausting old way of doing business (where advisors and financial reps were expected do it all i.e. see people, get referrals, call referrals, do case prep, prepare feeder lists, search for new prospects, answer complicated questions from clients/prospects, develop ‘centers of influence’, go to networking meetings, direct staff on client appreciation events, hire staff, do all client review meetings, manage website/linkedIn/facebook, etc., etc., etc.) is DEAD.

And frankly, good riddance…

Andrea Bullard has been helping Advisors hire great people, get staff ‘buy in’, create efficient, repeatable business systems, and build some of the best teams in the industry for over 20 years. She and her team will be sharing their secrets with you and your team so you can do the same. In addition, you will be learning and sharing best practices with other Financial Advisors/Reps and their teams  on how they are building  their businesses and what they are doing today. This will be a “Game-Changer” for your business.


Here are some BONUSES that come with the program:


Total $7,800 Bonuses



Do you have any of these problems?

Tired young businesswoman reading documents

“I feel so overworked! Help!”

  • You return to your office at the end of a long day — and then have to return phone calls to clients and/or work on complicated plans because you are the ONLY person on your team who has the knowledge and skills.
  • You see 4-5 people per day but then have no time to phone and schedule appointments.
  • Do you come back from vacation to a desk buried in piles of paper, thousands of e-mails in your inbox… and no appointments on the books!
  • You feel like you have no time, constantly overwhelmed, and you’re sick and tired of feeling like you’re pushing the rock uphill ALONE.
  • You’ve tried hiring staff to get you OUT of this place… but the results have been disappointing (and sometimes even caused more problems than they solved!)
  • You want repeatable processes and systems but do not know where to start or what to do.
  • You have a successful business and want to take it to the next level but you are stuck.

The Academy will teach you how you can have time freedom, more money, and less stress.

Business man checking off checkboxes with cityscape background

You will learn the following:

  • How Financial Advisors changed their Business Model and made more money while working less hours.
  • Team Members: who to hire, how to hire, and how to retain great players.
  • Bonus Plans and Compensation Structures for Team Members.
  • How to get your Team to “buy in” to the success of the business and take “ownership.”
  • How to “market’ to the wealthy:  A deep-dive into the current business models of multi-million dollar practices.
  • The new Hybrid Player who will drive prospects, referrals and new business into the practice.
  • Concierge Customer Service Programs:  How to grow a “tribe” who “sells you.”
  • Implement “repeatable processes” for every aspect of your business so you can have peace of mind.
  • And much, much more…

Create Leveraged Profits…More Free Time and a Committed “A” Team







Here’s what clients are saying about Andrea:


lee alan duckworthI met Andrea at a small study group seminar; immediately, I found her energy and focus appealing.  I knew then that I was going to hire Andrea to be my coach. Our firm engaged Andrea to perform an extreme office makeover.  She spent three days with our team turning everything upside down and inside out… with great results!  That was two years ago.

Our wealth management firm is now at a completely different level.  We have more than doubled in size; and our efficiency, our technology, and our culture have never been better.  Her insight into our processes and the mental barriers that prevented us from reaching new levels is outstanding.  She continues to coach me personally and key members of our team.  Our trust and confidence in Andrea is second-to-none.  Andrea has been a fantastic professional partner, coach, and friend.  I am very grateful for her commitment to my success and the success of our entire team.

-Lee Alan Duckworth, CFP®, RFC®, CMFC
President & SEO



joey davenport“Andrea Bullard is one of the foremost experts in the financial services space on business development and practice management systems. While the complexity of building a financial planning practice continues to increase, her Turn-Key Office system is the solution to organization and increasing business efficiency.”

-Joey Davenport, CLU, CLF, CLTC
The Hoopis Performance Network, Chicago, IL



Are you ready to stop trying to figure it out by yourself?

Is it time to get the support and advice you need to finally get off the treadmill … and achieve the business and life you REALLY want?

You’re in the right place if you’ve had ENOUGH of relentless busywork and endless to-do lists that are ruling your life … and you’re ready to join the revolution!

Say goodbye to the daily grind that keeps financial reps and advisors struggling and frustrated, feeling like they have to ‘Do It All’… i.e. see people, get referrals, call referrals, do case prep, prepare feeder lists, search for new prospects, answer complicated questions from clients/prospects, develop Centers of Influence, go to networking meetings, direct staff on Client Appreciation events, hire staff, do all client review meetings, manage website/LinkedIn/Facebook, etc., etc., etc.

cartoon guy with keyThat old, broken model of doing business is OVER.

At last! You can get the same high-level support and coaching that the top earners have used to build multiple 6 and 7-figure businesses. And what’s more, you’ll learn that they’ve achieved it NOT by working harder, but simply by knowing which systems and strategies to put in place to do the heavy lifting FOR them and understanding where to FOCUS their efforts.

Yes, you CAN catapult to the next level of income and success … while enjoying more time and money freedom than ever before!






Andrea bulla


I have been coaching top Financial Advisors for over 20 years, helping them to create millions of dollars of extra revenue while reducing stress, burnout and busy-work. I’ve helped to transform struggling businesses into thriving businesses, and successful businesses into industry leaders. Now it’s YOUR turn to get the game-changing strategies and systems you need to catapult to the Next Level of Success.

Let my team and I help you live your DREAM LIFE!  I invite you to join us today.

Your  coach,

andrea signature



PS:  The perfect time to join is NOW!  Waiting will not allow you to “live the Dream” today.